Netflix Growth Slows as Streaming Competition Intensifies

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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, Needham Senior Internet Analyst Laura Martin, PGIM Head of Real Estate Credit Strategies Bryan McDonnell, Gabelli Funds Managing Director for Growth Portfolios John Belton,Gerber Kawasaki Wealth & Investment Management Co-Founder, President, & CEO Ross Gerber, SPG Global Managing Director Simon Gallagher, Former NBCUniversal Head of Seeso Streaming Services Evan Shapiro, Offscript Worldwide CEO Detavio Samuels, & AlixPartners Tech, Media & Telecommunications Americas Leader Jeff Goldstein. Chapters: 00:00:00 Bloomberg The Close 00:03:00 CBOE on Hedging, Tech Earnings & Market Risk 00:08:10 Options Trading, Mega-Cap Tech & Oil Volatility 00:12:04 AI Cloud Stocks, CoreWeave & Data Center Risks 00:16:15 Top Calls 00:17:12 Netflix Earnings Preview & Streaming Growth 00:22:35 PGIM on Real Estate, Mortgage Rates & Higher Yields 00:27:11 Commercial Real Estate, Credit & Global Investment 00:30:10 Airlines, Fuel Costs & Boeing 737 MAX Approval 00:35:16 Anthropic IPO, AI Spending & Market Risks 00:40:15 Netflix, Meta & the AI Earnings Trade 00:45:23 Closing Bell 00:50:26 Netflix Earnings, Guidance & Engagement Concerns 00:55:22 SpaceX Earnings Beat & Ross Gerber on a Tesla Merger 01:00:11 SpaceX, Tesla, Anthropic & Elon Musk’s AI Empire 01:05:02 Former Netflix Executive on the Streaming Reset 01:10:16 Netflix, YouTube & the Battle for Viewers 01:14:03 Netflix Growth Slows as Streaming Competition Intensifies 01:19:41 Netflix’s Content Costs, YouTube & TikTok 01:21:20 Offscript CEO on the Booming Creator Economy 01:26:09 Creator Ownership, IP & New Media Business Models 01:28:41 Netflix, Skydance & the Future of Streaming 01:34:08 SpaceX Earnings, AI Revenue & Tesla Merger Speculation -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts